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Matthew David Will

THE Leaders Group, Inc.

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About Matthew David Will

Matthew David Will is a financial professional with over 20 years of experience in the industry. Currently, Matthew is registered with The Leaders Group, Inc. in Littleton, Colorado. Matthew has held previous positions with several firms including Bluerock Capital Markets LLC, Infinex Investments, Inc., WM Financial Services, Inc., U.S. Bancorp Investments, Inc., WM Financial Services, Inc., Dean Witter Reynolds Inc., and Phillips & Company Securities Inc. Matthew has a strong background in securities and investments, and holds the Series 7, Series 24, Series 31, and Series 63 licenses. Matthew is also a licensed Investment Advisor Representative in Washington State.

Firm Information

Matthew Will is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Will’s Registration & Firm History

CO

01/03/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NY

11/02/2016 - 01/28/2020

BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)

CT

08/20/2008 - 10/21/2016

INFINEX INVESTMENTS, INC. (MERIDEN CT)

WA

05/11/2004 - 02/01/2007

WM FINANCIAL SERVICES, INC. (VANCOUVER WA)

MN

10/31/2001 - 05/04/2004

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

CA

03/02/1998 - 10/19/2001

WM FINANCIAL SERVICES, INC. (IRVINE CA)

NY

06/21/1996 - 02/19/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

OR

12/18/1995 - 04/18/1996

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 06/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 12/16/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Will.
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